Customer Success Manager, Financial Services - High Growth

AlphaSense•New York, NY

2d•$80,000 - $95,000•Hybrid

About The Position

The Customer Success organization is dedicated to ensuring every client realizes the full value of their investment. The High Growth team specifically focuses on scale, strategy, and relentless execution. We are looking for a CSM who thrives in a structured environment, loves a good playbook, and possesses the "grit" to navigate a high-volume portfolio of ~50 accounts while maintaining high-touch quality and technical authority.

Requirements

2–4+ years of experience in Customer Success, Account Management, Consulting, or as a former Financial Services Analyst.
A "scratch and claw" mentality - unfazed by non-responsiveness, you use creative outreach and persistent follow-up to drive engagement.
You connect dots across a wide array of audiences and tell compelling stories that unlock interest and drive measurable business outcomes.
Exceptional ability to maintain high-touch quality across a large portfolio, balancing administrative excellence with high-energy client facing time.
Comfortable leading technical discussions (APIs, LLMs) and translating them for non-technical senior executives.
Ability to be in our NYC office at least 1x per week.

Responsibilities

Engaging with clients is the core of this role. You will spend the majority of your time leading high-stakes interactions, whether virtually or in person, to drive platform stickiness.
Maintain full autonomy in leading multi-city onsite engagements. You will command the room during Lunch & Learns and intensive 1:1 sessions with stakeholders who are both senior decision-makers and power users.
Move beyond standard presentations to lead open-ended, strategic workshops tailored to specific business challenges. You will facilitate dialogues that transform AlphaSense from a "tool" into a mission-critical workflow partner.
Act as a strategic partner to 2–3 Account Managers, proactively identifying sourced pipeline and organic upsell opportunities within your ~50-account portfolio.
Leverage deep domain expertise to navigate "competitor stacking." You will pivot conversations from "cost-saving" to "efficiency and ROI," ensuring AlphaSense remains the partner of choice.
Develop an obsessive understanding of user persona profiles to overhaul workflows and embed our platform into the daily habits of financial professionals.
Independently lead sophisticated dialogues regarding MCP, APIs, and LLMs, translating complex tech into actionable improvements for end users.
"Slice and dice" large datasets to categorize your book of business into actionable cohorts, moving seamlessly from data insights to autonomous action.
Distill winning playbooks from your high-volume experience to lead team-wide development sessions, raising the performance bar for the entire CS organization.